Financial Architects (New Jersey)’s iShares Global Financials ETF IXG Stock Holding History

Financial Architects (New Jersey)’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,323	Closed	-$69K	–	519
2020 Q2	$69K	Buy	1,323 +20	+2%	+$1.01K	0.02%	374
2020 Q1	$62K	Sell	1,303 -214	-14%	-$13.1K	0.02%	362
2019 Q4	$104K	Buy	1,517 +18	+1%	+$1.2K	0.02%	325
2019 Q3	$96K	Hold	1,499	–	–	0.02%	338
2019 Q2	$96K	Buy	1,499 +26	+2%	+$1.66K	0.02%	385
2019 Q1	$91K	Hold	1,473	–	–	0.02%	482
2018 Q4	$84K	Sell	1,473 -153	-9%	-$9.41K	0.02%	438
2018 Q3	$107K	Hold	1,626	–	–	0.02%	449
2018 Q2	$104K	Buy	1,626 +29	+2%	+$1.98K	0.02%	396
2018 Q1	$111K	Hold	1,597	–	–	0.02%	429
2017 Q4	$112K	Buy	1,597 +15	+0.9%	+$1.02K	0.02%	463
2017 Q3	$106K	Buy	+1,582	New	+$103K	0.02%	488

Other funds holding IXG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Architects (New Jersey)'s IXG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Global Financials ETF (IXG) in Q3 2020, closing a stake of 1,323 shares — an estimated $69K sold.

Financial Architects (New Jersey) first reported a position in IXG in Q3 2017 and held it in 12 quarters. The position peaked at $112K in Q4 2017. 49 funds tracked by Wall St. Rank hold IXG as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Global Financials ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,323 iShares Global Financials ETF shares in Q3 2020, an estimated $69K.
Financial Architects (New Jersey) first reported a position in iShares Global Financials ETF in Q3 2017 and held it in 12 quarters.
Financial Architects (New Jersey)'s iShares Global Financials ETF position peaked at $112K in Q4 2017.
49 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.